FWM
FMA Wealth Management’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $854K | Sell |
3,904
-25
| -0.6% | -$5.47K | 0.63% | 24 |
|
|
2025
Q1 | $652K | Hold |
3,929
| – | – | 0.5% | 24 |
|
|
2024
Q4 | $655K | Sell |
3,929
-100
| -2% | -$16.7K | 0.49% | 26 |
|
|
2024
Q3 | $687K | Hold |
4,029
| – | – | 0.5% | 26 |
|
|
2024
Q2 | $569K | Hold |
4,029
| – | – | 0.46% | 29 |
|
|
2024
Q1 | $506K | Hold |
4,029
| – | – | 0.42% | 30 |
|
|
2023
Q4 | $425K | Buy |
+4,029
| New | +$425K | 0.39% | 29 |
|